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The Brain-computer Interface Concept in the US stock market has been heatedly discussed: a zero-revenue company surged 283% overnight, and key chip clinical trials were previously approved.
① Its main operation and assets are located in Hong Kong, focusing on the research, development, and commercialization of traditional Chinese medicine for the treatment of neurocognitive disorders and degeneration; ② Previously announced that its next-generation neuroregulation chip has passed FDA clinical trial approval and will collaborate with the world's top medical institution, the Mayo Clinic, to conduct research on Parkinson's disease treatment; ③ The circulating share volume is very small, with daily Volume and Turnover Ratio remaining at a very low level for a long time.
After Google, demand from Meta has exploded. Will ASIC surpass NVIDIA GPUs next year?
Nomura Securities stated that Meta plans to launch several high-spec AI ASIC chips between the end of 2025 and 2026, with a total volume expected to reach 1 million to 1.5 million units. With this boost, the total shipment of ASICs is anticipated to surpass NVIDIA GPUs at some point in 2026.
This stock helped me earn the most money in my life, hedge funds discuss why they are liquidating NVIDIA.
You have to sell when it's time to sell; you cannot fall in love with a particular stock. Jonah Cheng, a hedge fund manager managing 0.1 billion USD in assets, completely liquidated after NVIDIA helped his fund earn 42% last year in the first quarter. Behind the liquidation are his multiple concerns, including delays in the GB200 rack, inventory risks, lack of upward revisions in earnings forecasts, and a slowdown in spending by cloud computing companies.
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